Your Guide to Building a Dynamics 365 Portal and Enhancing It

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Your Guide to Building a Dynamics 365 Portal and
Enhancing It
When was the last time you called a customer
support agent for a trivial issue with your
mobile or laptop? Or when did you call a
customer support agent to cancel or track an
order you placed on any e-store? I bet it must
have been a long time back! Thanks to the
revolutionary concept of self-service, there
were dramatic changes in traditional customer
support. The number of organizations providing
the option of self-service is increasing day by
day.
Rising to the occasion, Dynamics 365 also launched
Dynamics 365 Portal or Power Apps Portals two
years ago.
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Power Apps are external-facing websites that
enable access to CRM data for various users
outside the organization. Earlier, a Dynamics 365
portal was separate and came as a licensed
add-on to Dynamics 365 apps, or the licenses
would include a default portal add-on. After
October 1, 2019, a Dynamics 365 portal no longer
comes as a separate licensed add-on. Instead, it
is licensed based on usage and extends a
particular functionality of a Dynamics 365
app. The caching mechanism of Power App portals
is different from that of the add-on-based
licensed Dynamics 365 portal. There is also a
difference in the provision method between
usage-based PowerApp portals and add-on-based
Dynamics 365 portal licenses. In short, PowerApps
portals are the next generation of Dynamics 365
portals licensed add-ons. If you are looking for
a cost-effective way to integrate one or more
capacity-based portals with your Dynamics 365,
PortalXpand can help you out. It is a highly
customizable and scalable Dynamics 365 portal
solution that you can use to manage portals for
vendors, partners, customers, and other entities
right from a single dashboard. Explore
PortalXpand
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• Types of Dynamics 365 Portals
• Customer Self-Service Portal
• A customer self-service portal, as the name
  suggests, helps customers serve themselves
  without any manual support. You can include
  knowledge articles to help them ?nd answers to
  their queries. There are also other options like
  live chat, FAQs, online community forums, how-to
  guides, videos, user manuals, etc., that you can
  offer. Besides, you can also enable customers to
  comment, review, and provide their feedback to
  help you analyze their satisfaction.
• Employee self-service Portal
• An employee self-service portal can help an
  organization provide employees with a place to
  share knowledge, manage tasks, and interact with
  each other within the CRM. They should be able
  to use it to view answers to FAQs, submit
  feedback, and develop their community.
• HR for Dynamics is a self-service portal for
  employees that helps simplify tasks - especially
  for HR and managers. Using this portal,
  employees can manage their interaction with the
  HR department regarding leaves, activities,
  reimbursements, etc. They can also update their
  info like bank details or contact details easily
  from within the portal.

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• Managers can perform their managerial tasks more
  ef?ciently with this portal. They can access the
  teams summary, leave details, deadlines of
  projects, certi?cation details, etc., in
  real-time. This quick access of information
  helps in accurate and timely analysis of the
  teams performance.
• Community Portal
• A community portal is basically like a virtual
  community. A community portal of any
  organization or company invites people to
  collaborate, discuss, write blogs and articles,
  poll and review products, etc. This type of
  portal encourages users to promote the brand as
  they also feel that they have a say in the brand
  and are indirect contributors to the brand's
  popularity.
• Partner Portal
• A partner portal lends a helping hand to your
  partners to manage their work better. It
  provides access to various components like
  orders, invoices, payment, history, and other
  organizational entities relevant to them.
• Easy access to this information helps partners
  get insights into leads, deals, opportunities,
  and more. Accordingly, they ?gure out a strategy
  to enhance their operations and eliminate any
  bottlenecks or issues with proper feedback.

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Partners can also manage their relevant details
like contract or contact details and update them
easily. Multiple partners can collaborate on a
single opportunity to get good sales and
experience with a partner portal. 5. Field
Service and Project Service Automation Portal A
?eld service portal gives a 360-degree view of
entities like
assets, invoices, work orders, and agreements.
customers purchase the Field Service, Project
When Service

• Automation, or an Enterprise plan, it is
  available. The Project Service Automation portal
  provides partners with project information like
  quotes, bookable resources, invoices, etc.
• Consider Portal Customization - To Smarten Your
  Portal
• A legacy portal that you used for your
  organization may need customization to make it
  relevant. CRMJetty can provide customization for
  any Dynamics 365 portal type to suit your
  business requirements.
• We typically help our clients customize their
  portals in one of the following ways
• Technology/Platform Upgrades
• If you want to upgrade to any technology or
  platform for your portal, our developer team can
  get it done for

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• you.
• Repair and Maintenance
• If you use an ancient solution and it gives
  problems often enough, we offer bug-?xing
  services to help protect your data from bugs,
  zero-days, and more.
• Technology Migration
• If you are looking to migrate to new or modern
  technology, we have got you covered. For
  instance, you can get help moving your solution
  with a non-CMS backend to a modern and
  CMS-backed platform.
• Re-development of Your Current Solution
• If you want changes in your current solutions
  architecture to remove development roadblocks, we
  can provide you with the best possible solution
  as per your requirements.
• Avail of the best customization services now!
• Contact Us

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• Integrate PortalXpand - Your Ultimate Solution to
  Create a Next-Gen Portal
• If you want to create a next-gen portal or
  upgrade your existing portal with the latest
  features, here are a few functionalities of
  PortalXpand that can interest you.
• Enhanced Security - PortalXpand lets you provide
  access to different entities in your Dynamics 365
  portal to different users based on their roles.
  You can create different user groups ?rst, de?ne
  their roles, and then provide them with access
  to entities based on their roles. It will help
  you secure your CRM data better.
• 360-Degree Entity Management - With PortalXpand
  Dynamics CRM Portal, you can control the entities
  in both CRM and your portal. It also allows you
  to use all the default CRM entities and con?gure
  additional custom entities to suit your business
  needs in Dynamics CRM.
• Custom Dashboard - You can also customize your
  dashboard to make it easy-to-navigate with
  PortalXpand. It lets you set and con?gure
  multiple widgets like Recent Activity, Counter
  Block, etc., for one or more entities you want.

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Integrate Knowledge Base - Your Easiest Way to
Launch a self-service Portal One of the key
elements you should include in your self-service
portal is Knowledge Base. By providing access to
a knowledge base in your Dynamics 365 portal, you
can stay in constant touch with your
customers. An exhaustive library of documents,
white papers, and tools to explain everything
about your products and services helps serve
your customers more ef?ciently. It also helps
you shift from passive customer service to
proactive customer service. Instead of having
customers call you every time, you can
proactively address most of their concerns and
queries with your knowledge base. Consider
SharePoint - A Valuable Add-On for Your
Portal There are different add-ons that you can
integrate with your portal to streamline your
business operations more. One of the best
add-ons you can consider is SharePoint. With our
portal solution, you can integrate SharePoint in
your Dynamics 365 easily. With this integration,
both you (as the admin) and portal users can
manage and store the documents like quotes,
proposals, etc., associated with speci?c records.
After installing the SharePoint integration
plugin in Dynamics 365,
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users can create folders, documents, ?les and
delete records. Build a Dynamics CRM Portal Now
- With CRMJetty By Your Side If you seek to
build a Dynamics 365 Portal for your
organization, CRMJetty can be your right team for
that. We can discuss your business requirements,
analyze them, and provide you with a
ready-to-integrate portal solution if its an
exact ?t. Our developer team can also gauge the
scale of customization our ready-made portal
solution would require to ?t your business
requirements. Once the developers test the
feasibility, they start the required
customizations after your consent. We also ensure
that you keep getting updates on the progress on
a regular basis. Once the ?nal product is ready,
our QA team comes into action and tests it for
limitations and glitches. Once your product is
ready and glitch-free, we hand it over to you.
We can also provide you with support for a
limited period to help you understand portal
features and get familiar with it. All set to
kickstart your portal development journey? Your
alpha team is just a click away! Contact Us
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Source https/ www.crmjetty.com/dynamicscrm-custo
mer-portal .htm
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